TOOL LIBRARY / FINANCE & ACCOUNTING · AI
Dext
Captures receipts, invoices, and statements, extracts bookkeeping data, and publishes reviewed records to accounting software.
What it is
Dext is an AI-assisted bookkeeping-data capture tool for documents submitted through web, mobile, email, fetch connections, and other supported channels. It extracts and categorizes data, supports expense approvals, and publishes reviewed records to more than 36 accounting integrations.
Ways to use it
Ideas from real executive operations work. Take the ones that fit.
- Capture receipts and invoices from the mobile app, web upload, email, or supported fetch connection.
- Review extracted supplier, date, amount, tax, and payment details against the source document.
- Apply approved supplier rules and accounting categories to recurring documents.
- Route employee expense claims through the required review and approval step.
- Publish approved records and their source documents to the connected accounting system.
Our take
Dext is useful when missing receipts and manual invoice entry are the bottleneck before reconciliation and close. Set one submission process, a review owner, and a cutoff date, then measure rejected or corrected items before trusting higher levels of automated publishing.